See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BPAS5 years Service code 27 · EIN 16-1503696 3401 MASONS MILL ROAD, SUITE 601 · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $29,457 |
JENNINGS SIGMOND P.C.6+ years Filed as: JENNINGS SIGMOND, PC Service code 29 · EIN 23-2025670 1835 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $28,255 |
BPAS4 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 706 N CLINTON STREET · SYRACUSE, NY 13204 | Actuarial | $26,300 |
FABIAN & BYRN LLC4 years Service code 13 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Contract Administrator | $18,000 |
ALAN ROSS & COMPANY, PC5 years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $6,000 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $153,781-100.0% | $165,322-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 41.6%-41.6pp | 32.5%-32.5pp | 43.0%-43.0pp |
| Annual return | 8.32% | 7.89%+0.4pp | 8.01%+0.3pp | 259.13%-250.8pp |
| Employer contribution / active EE | $900 | $36,824-97.6% | $29,475-96.9% | $41,469-97.8% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $217-100.0% | $637-100.0% | $21,546-100.0% |